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Professional Services Automation Software with Template Management (2026)

Last updated: April 2026

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68 software options

VOGSY logo

VOGSY

Multiple countries, multiple currencies, one resource pool.

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VOGSY is a unified project and resource platform that makes it easy to set up new countries, track international projects, and connect local finance packages.

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Rocketlane logo

Rocketlane

A client-centric, next-gen PSA tool

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Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

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Synchroteam logo

Synchroteam

Field service management software for mobile workforce

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Synchroteam is a cloud and mobile-based field service management (FSM) software designed for mobile workforce that assists with tracking, scheduling, dispatching, calendar and job management, invoicing, and mapping.

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Birdview logo

Birdview

Software for managing multiple projects, tasks, and teams

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Birdview adapts to business growth with comprehensive project oversight. Efficiently manage multiple projects, balance team workloads, and control budgets. Benefit from strong security and supportive service. Gain crucial insights for project and financial success through robust analytics.

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monday.com logo

monday.com

Project management software

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monday.com helps you manage your projects and tasks all in one place. Plan ahead visually, discuss in context, keep your clients in the loop and stay organized

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Kantata logo

Kantata

Always Deliver Amazing

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Kantata PSA puts an end to unpredictable projects so professional services teams always deliver amazing.

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Projectworks logo

Projectworks

Run a More Profitable, Scalable Firm

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Grow your business with all-in-one professional services automation software for engineering, architecture, management consulting, & software services. Projectworks is easy to use, connects with your ecosystem, and gives you time back to focus on the real work that drives your success.

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Deltek Vantagepoint logo

Deltek Vantagepoint

Power project success

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Deltek Vantagepoint is a powerful, intuitive solution that helps people manage projects from start to finish. With full visibility of client, project and financial details, your organization accelerates workflows, maximizes productivity and realize great business results.

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UniFi logo

UniFi

UniFi — One system, limitless use cases.

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UniFi is one platform with limitless use cases across every department. With limitless use cases, innovative features, and the ability for end users to create bespoke apps without coding knowledge, UniFi is the one system that does it all.

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Smartsheet logo

Smartsheet

Online work execution platform for businesses of all sizes

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Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

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Zoho Projects logo

Zoho Projects

Project Management, Collaboration and Bug Tracking

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Zoho Projects is an online project management tool that is designed to help businesses of any size and industry create, organize and manage work items while amping up productivity and delivering projects of excellence.

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Striven logo

Striven

Collaborative ERP for business process management

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Striven is a comprehensive business management software suite. It provides a range of features to support organizations across various industries, such as construction, manufacturing, professional services, and field services. The software offers real-time access to critical business data, helping to eliminate issues with missing, lost, or inaccurate information.

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Everhour logo

Everhour

Time tracking, scheduling, budgeting & expenses software.

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Besides time tracking, Everhour provides an array of features that ensure swift and efficient project delivery. Use it for automating and optimizing your projects — timekeeping, budgeting, reporting, invoicing, etc. Integrate it with popular project management tools to deliver projects on time.

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Accelo logo

Accelo

Transform the way you manage client work

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Accelo streamlines your service business and automates repeatable processes. With Accelo, client accounts, projects, timesheets, contracts, and more are tracked for you - so you can spend less time in meetings and dealing with admin work, and more time focusing on your clients.

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Total Synergy logo

Total Synergy

Business and project management software for AEC businesses

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Synergy is unique cloud software for architecture, engineering, and construction design (AEC) businesses to manage operations and jobs profitably. Streamline project management, accounting, and collaboration on a single platform, replacing manual spreadsheets.

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Airbox logo

Airbox

A platform for task, project, and process management

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Airbox is a Portuguese-language solution for managing tasks, projects, and business processes that provides a 360º view of the most relevant operations, monitors each stage of the sales funnel, and tracks the history of business opportunities while also measuring the performance of predefined goals.

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awork logo

awork

for the joy of work. 💜

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awork is the #1 project platform for agencies. Managing complex client projects across internal teams and external collaborators — planning, scheduling, collaboration, and time tracking all in one place.

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Screendragon logo

Screendragon

AI-powered Work Management System for Enterprise & Agencies

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Screendragon is an all-in-one AI-powered marketing work management platform built for enterprise marketing and marketing agencies. The platform is the orchestration engine that busy marketing and agency teams need to work at speed while unifying AI, automation, and humans in one ecosystem.

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Moovila logo

Moovila

World's first AI-powered project & resource management tool

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Moovila offers an AI-powered platform that automates scheduling, risk detection & resourcing for on-time, profitable delivery.

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SAP Ruum logo

SAP Ruum

AI-driven project management and collaboration tool by SAP

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SAP Ruum is a collaborative, AI-driven project management solution for teams which provides project management, task tracking, and progress reporting. The platform is designed for sales, marketing, HR, supply chain, analytics, and professional services teams, and integrates with the SAP C/4HANA suite.

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eLegere logo

eLegere

All-in-one Low-Code & No-Code Application Building Platform

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eLegere is an all-in-one Low/No-Code platform to streamline process automation and management. It transforms shadow and unstructured operational processes into centralized, AI-ready digital assets. You can build modular, scalable, and customizable web/mobile applications for various business needs.

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Asana logo

Asana

Project tracking and workflow management platform

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Asana is a work management tool designed for consulting where you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join millions of teams across 190 countries who use Asana to get more done.

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Wrike logo

Wrike

AI powered workflow management platform

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Exceed clients' expectations with Wrike's ready-made professional services solution. Plan projects, track progress, collaborate in real-time and increase on-time delivery. Share automatic, custom-built reports with clients and accelerate approvals.

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SCOPE Better logo

SCOPE Better

Cloud-based CPQ platform

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SCOPE Better is a cloud-based CPQ platform designed for Professional Services businesses. Collaboration and approval are facilitated through the platform, allowing the right people to come together and work on scopes of work seamlessly. With version control and approval workflows, unnecessary complexity and errors are reduced, saving time, streamlining workflows, and enabling faster deal closure.

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Ormandy logo

Ormandy

Operations Management Software Solutions

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Ormandy helps equipment sales & service operations streamline processes with industry-specific management software & outstanding customer service.

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